Overview

• The column argues a specific EV maker could reach a critical scale milestone in early 2026 but does not name the company and offers a claim that remains uncorroborated.
• Affordable, high-volume models under roughly $50,000 are presented as the decisive path to mass EV adoption that few startups have achieved.
• Tesla’s most recent quarter showed pressure, with automotive revenue down 16% year over year and operating income down 42%, according to the report.
• Shares trade at a rich valuation near a 246 P/E, a level cited as a headwind for future returns despite recent stock gains.
• Recent gains coincided with Elon Musk’s roughly $1 billion share purchase, while investor enthusiasm still hinges on uncertain prospects such as robotaxis and humanoid robots.